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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 796 | 1055 | 841 | 809 | 744 | 1125 |
Fund Return | -20.38% | 5.49% | -15.86% | -6.84% | -5.75% | 1.18% |
Place in category | 92 | 91 | 97 | 115 | 126 | 81 |
% in Category | 34 | 34 | 40 | 56 | 66 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Welzia Ahorro 5 FI | 81M | 2.24 | 1.90 | 1.02 | ||
Welzia USA Equity FI | 27.89M | 7.66 | 6.94 | 5.91 | ||
Welzia Crecimiento 15 FI | 23.75M | 6.56 | 3.08 | 4.50 | ||
PREFELICITY | 8M | -9.76 | 3.41 | 4.99 | ||
INVERVILLADA | 2.4M | 4.44 | 4.69 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ibercaja Financiero B FI | 9.85M | 9.97 | 6.60 | 2.67 | ||
Ibercaja Financiero A FI | 9.85M | 9.69 | 5.59 | 1.81 | ||
Bankinter Sector Finanzas FI | 10.96M | 9.98 | 8.05 | 3.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Futuro E Mini Financial Select Sept 2020 | - | 6.90 | - | - | |
Fidelity Funds - Global Financial Services Fund Y- | LU0346388704 | 4.31 | 35.000 | -0.06% | |
JPMorgan Chase & Co | - | 3.93 | - | - | |
PayPal Holdings Inc | - | 3.74 | - | - | |
iShares STOXX Europe 600 Insurance UCITS | DE000A0H08K7 | 3.71 | 36.60 | -0.34% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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